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What does "Add relationship" option mean when exporting a filtered list?

  • 22 June 2021
  • 1 reply
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Does anyone know what this option means - add relationship?  It’s the option above “export list” when in the people section.

Thanks!

 

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Best answer by Nickie from Copper 22 June 2021, 15:53

Any record in Copper (records are People, Companies, Opportunities, Tasks, Leads and Projects) can be related to one another. You may relate a person to a company (such as your point of contact at Company A) or relate three tasks to a project for completion. What this does is define the “relationship” between the records. 

 

To know more, check out this guide here. 

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Any record in Copper (records are People, Companies, Opportunities, Tasks, Leads and Projects) can be related to one another. You may relate a person to a company (such as your point of contact at Company A) or relate three tasks to a project for completion. What this does is define the “relationship” between the records. 

 

To know more, check out this guide here.